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Retirement

Retirement

Why is it important to maintain asset allocation?

Sticking to a plan may help you weather the market storm

Why is it important to maintain asset allocation?

Retirement

What’s the role of gold in a diversified portfolio?

Gold is not usually recommended, here's why

What’s the role of gold in a diversified portfolio?

Bonds

What should I know about investing in bonds?

How long you plan to hold onto the bond can make a difference

What should I know about investing in bonds?

ETFs

Are ETFs or mutual funds better for diversification?

Mutual funds are great but ETFs do have one advantage

Are ETFs or mutual funds better for diversification?

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Retirement

Is my 2.6% MER too high?

High fee mutual funds actually perform worse over time

Is my 2.6% MER too high?

Pensions

The 5 ‘wealth zones’ of decumulation

Here's a useful analogy to help with the transition from saving to spending

The 5 ‘wealth zones’ of decumulation

Retirement

How to choose a retirement date

Don and his wife are worried that they will pay too much tax if they keep working and accumulating...

How to choose a retirement date

Retirement

How do I mentally prepare for retirement?

Bruce Sellery shares his tips to make the best of it

How do I mentally prepare for retirement?

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bonds vs. cash

Retirement

If I have a pension, should I cut down on bonds?

Planners recommend it but Dan Bortolotti doesn't

If I have a pension, should I cut down on bonds?

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